McKinsey partner Celine Dufetel joins Neuberger Berman

20 November 2014

Investment manager Neuberger Berman has announced the appointment of former McKinsey Partner Céline Dufétel as the new Head of Client Service, effective immediately. Dufétel will report to COO Andrew Komaroff.

Neuberger Berman is a private, independent, employee-controlled investment management firm that manages equities, fixed income, private equity and hedge fund portfolios for institutions, advisors and individuals worldwide. The firm has offices in 17 countries from which approximately 2,000 professionals are working.

Recently the firm announced the appointment of Céline Dufétel as the new Head of Client Service. Dufétel joins Neuberger Berman from management consulting firm McKinsey & Company, a firm she joined in 2004. At McKinsey, Dufétel acted as Partner Financial Services and Leader of the North American Asset Management Practice in her most recent role, and as founder and lead of McKinsey’s Retirement Leaders Roundtable. In addition, she was the Co-leader of Performance Lens of McKinsey Solutions. Dufétel has specialised in asset management, wealth management, and retirement, and has a MA in Finance from Princeton University, and a BA and MA in Applied Mathematics and Economics from Ecole Polytechnique in Paris.

Celine Dufetel, Director & Head of Client Service at Neuberger Berman

As Head of Client Service, Dufétel will manage the global institutional investment client services of Neuberger Berman. She will replace Lori Holland and report to Andrew Komaroff, Chief Operating Officer and Global Head of Distribution. “Our client franchise has grown considerably over the past five years as we expanded existing relationships across asset classes and added new ones supported by our significant investment in our client coverage team globally. Celine will lead our efforts to ensure we both continue to anticipate the evolving requirements of our diverse client base and elevate the bar for industry-leading service,” says Komaroff. 

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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.